On a PO list I can tell which PO’s are Open and Closed On a Bill List, I can tell which bills are paid and not paid On the credit card list, I would like a feature that tells me which credit cards are matched and which are not yet matched. On credit card transactions, […]
New column for the CC charge / Credit List Read More »
When looking at the schedule board in week view, it is very difficult to differ from each day of that week. Is there a way to have different lines (for color blind users) or color shades of each day of the week? When scheduling and using the week view, it is difficult to know which
Total Field Control scheduled board day to day separation in week view Read More »
For out of stock invoices, it still requires a warehouse. In order to invoice and collect a payment you have to select a warehouse for product that has not been inventoried yet. Please make it so the warehouse is not required on out of stock.
Do not require a warehouse on “Out of stock” invoices Read More »
Add the ability to memorize a time sheet entry. Example: Employee meeting takes place every Wednesday morning from 7:00 am – 8:00 am.
Memorize A Time Sheet Entry Read More »
As shown to James during the meeting this morning. Please add “State” column to the Customer drop down menu to Time Sheet entry. We need to quickly identify the State to help determine the correct Workers Compensation Code.
Add State to customer drop down menu located in time sheet entry Read More »
There is tons of empty real estate on forms and on workflow navigator. Instead of trying to crunch everything into these small congested spaces, increase height of boxes and increase fonts. Take more of the space. Makes viewing gentler on the eyes
Make Boxes Bigger (use more space) Read More »
When entering bills for Vendors have it auto populate the default GL Acct. Example would be: Power Company default GL will always be 7020 Utilities, Accountant default will always be 7100 Professional Services, etc.
Default GL Acct # for Vendors Read More »
Not sure if this is a feature request but we would like to have the ability to reverse the dispose action on an asset. When an asset is disposed you cannot un do it. If you make a mistake, that’ the end of it.
Fixed Asset Dispose Reversal Read More »
I would like to request that the warranty information be added to the equipment tab in the work order in TOM. This way when a user is calling to schedule maintenance, the equipment warranty can be reviewed quickly and can be used as a way to notify customers that they may be nearing the end
Warranty Info in Work Order Equipment Tab Read More »
I would like to see inventory automatically allocated when assigned to a Work Order. This would make it much easier to track inventory and take inventory if you know what has been assigned until it has been invoiced. We give techs inventory for projects or service calls that are not assigned to their truck (warehouse)
Automatic Work-order Inventory allocate Read More »
